『Financial Advisor Marketing Podcast』のカバーアート

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

著者: James Pollard
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Financial advisors, does this sound familiar? You're barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I'm James Pollard. I'm the founder of TheAdvisorCoach.com and host of the "Financial Advisor Marketing" podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you'll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don't have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they'd like to build their businesses. And third, I don't take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James PollardCopyright 2018-2026 マーケティング マーケティング・セールス 個人ファイナンス 経済学
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  • 5 Amazing Productivity Secrets For Busy Financial Advisors
    2026/01/12

    Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can't help when you have young children.

    Not only is this dead wrong, but it's a completely backwards excuse too.

    You need productivity secrets when you have children or else one of two things will happen (and sometimes both happen):

    Either your business will start to sputter and risk collapsing completely… or you'll save your business at the expense of your relationship with your kids.

    And, like I said, sometimes both things happen: Your business and your relationship with your kids crumble faster than you know how to fix.

    Today's show is your antidote.

    Listen now.

    Show highlights include:

    • Why productivity principles become more important after kids than they are before kids (especially if you use your kids as an excuse to be disorganized, inconsistent, and passive in your business) (2:04)
    • Here are a few eye-opening examples of how expensive the opportunity cost becomes when you have children (2:47)
    • Why reading marketing books and listening to business podcasts is a recipe for anxiety when you don't have this… (4:10)
    • How being under the foot of your business not only strangles your growth, but can also make your kids despise you (and how to take back control of your business) (5:46)
    • The uncomfortable "Optimization Theater" reality that explains why most productivity advice does not and cannot grow your wealth (13:27)
    • Asking yourself this one question can forever make you not only more productive, but also far more effective at growing your business (13:53)
    • How to become more productive without exerting more effort (and, in many cases, exerting less effort) (14:56)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    20 分
  • The 3 Trust Signals That Beat 30 Years Of Experience
    2026/01/05

    Most financial advisors believe that their experience is the best trust signal to attract and land new clients.

    This might've been the case years ago, but it's not necessarily true.

    Not to mention… there are three specific trust signals that consistently crush years of experience (even 30+ years). And when they're combined, then, well, something magical happens in prospective clients' brains.

    That's what I'm sharing with you in today's show.

    Listen now.

    Show highlights include:

    • 3 types of content that consistently outperform all other types for financial advisors (I learned this after studying hundreds of financial advisors' content) (1:31)
    • The weird way to use your own student loan debt to make your ideal clients sprint to your scheduler for an appointment (3:42)
    • How having more experience as a financial advisor can actually work against your marketing (4:33)
    • The "lizard brain" secret behind why some brand-spanking-new advisors earn trust easier from prospective clients than you do (even if you have 30+ years experience) (8:20)
    • A few ways to leverage pattern recognition to effortlessly earn trust (9:50)
    • Why having a long and lengthy list of credentials might be scaring clients away faster than they're attracting them (11:51)
    • A simple formula that ethically forces your prospective client to give you their full trust (16:25)
    • How to merge the 3 trust signals into a powerfully persuasive elevator script that can make your calendar flood with high-quality appointments (18:07)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    25 分
  • Your Niche Is Too Broad: Here's How To Fix It In 20 Minutes
    2025/12/29

    Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing.

    That's the bad news.

    The good news?

    If your niche is too broad, I can help you fix it in 20 minutes.

    But only if you listen to this episode.

    Show highlights include:

    • 3 reasons why having a broad niche makes your marketing less persuasive and less effective (2:48)
    • How to hack the reticular activating system of prospective clients and ethically force them to trust you (3:10)
    • Why financial advisors are at risk for being seen as commodities to your clients (and how to prevent your clients from treating you like a commodity) (4:50)
    • How to "get away" with charging two to three times more without losing any clients (and perhaps even attracting more clients) (6:17)
    • Why simply niching down can make your closing rate skyrocket (10:04)
    • 6 questions that will make your niche crystal clear and narrow enough to be effective (15:28)
    • The "What Hurts" niche creation secret that can improve your entire marketing strategy overnight (17:53)
    • My single favorite niche-building secret that almost no other financial advisor uses (20:57)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    25 分
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